RFWA
RPg Family Wealth Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
60,133
+55,651
| +1,242% | +$2.84M | 0.82% | 56 |
|
|
2025
Q1 | $228K | Buy |
+4,482
| New | +$228K | 0.06% | 101 |
|
|
2024
Q3 | – | Sell |
-85,164
| Closed | -$4.29M | – | 102 |
|
|
2024
Q2 | $4.29M | Sell |
85,164
-1,008
| -1% | -$50.7K | 1.41% | 27 |
|
|
2024
Q1 | $4.35M | Buy |
86,172
+3,019
| +4% | +$152K | 1.38% | 30 |
|
|
2023
Q4 | $4.2M | Buy |
83,153
+1,260
| +2% | +$63.7K | 1.55% | 27 |
|
|
2023
Q3 | $4.09M | Sell |
81,893
-590
| -0.7% | -$29.4K | 1.68% | 27 |
|
|
2023
Q2 | $4.1M | Sell |
82,483
-45,134
| -35% | -$2.24M | 1.64% | 23 |
|
|
2023
Q1 | $6.33M | Buy |
+127,617
| New | +$6.33M | 3.48% | 5 |
|
|
2022
Q2 | – | Sell |
-7,662
| Closed | -$380K | – | 242 |
|
|
2022
Q1 | $380K | Buy |
7,662
+2,585
| +51% | +$128K | 0.16% | 84 |
|
|
2021
Q4 | $254K | Sell |
5,077
-1,318
| -21% | -$65.8K | 0.1% | 105 |
|
|
2021
Q3 | $321K | Buy |
6,395
+427
| +7% | +$21.4K | 0.14% | 101 |
|
|
2021
Q2 | $299K | Buy |
+5,968
| New | +$299K | 0.12% | 107 |
|
|
2020
Q4 | $163K | Buy |
3,250
+727
| +29% | +$36.5K | 0.08% | 125 |
|
|
2020
Q3 | $126K | Buy |
2,523
+978
| +63% | +$49K | 0.07% | 128 |
|
|
2020
Q2 | $77.3K | Buy |
1,545
+400
| +35% | +$20K | 0.05% | 145 |
|
|
2020
Q1 | $55.5K | Buy |
+1,145
| New | +$55.5K | 0.04% | 131 |
|